How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to AdvisorNet Financial,

13F Portfolio OverlapQ1 2026AdvisorNet Financial, portfolio →

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Most similar hedge funds by 13F overlap

AdvisorNet Financial, Inc is an institutional investor managing $1.9B across 2,262 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to AdvisorNet Financial, are Bridgewealth Advisory Group,, HBW Advisory Services, First Financial Group, with shared positions in $SNOW, $KKR, $JHG, $IAU, $CRM, $WT. The full ranking of 25 similar funds is below.

#1Bridgewealth Advisory Group, LLCActive

Some overlap · 5 shared positions

$SNOW $KKR $JHG $IAU $CRM

$482M

135 positions

#2HBW Advisory Services LLCPassive

Some overlap · 5 shared positions

$SNOW $KKR $CRM $WT $TMO

$949M

444 positions

#3First Financial Group CorpActive

Some overlap · 6 shared positions

$SNOW $JHG $IAU $DUK $WT $GE

$122M

80 positions

#4MBA Advisors LLCPassive

Some overlap · 6 shared positions

$SNOW $JHG $IAU $KKR $WT $GE

$260M

146 positions

#5Lynx Investment AdvisoryPassive

Some overlap · 4 shared positions

$SNOW $KKR $IAU $JHG

$209M

181 positions

#6Sterling Financial Planning, Inc.Active

Some overlap · 4 shared positions

$SNOW $KKR $IAU $WT

$337M

117 positions

#7Sagace Wealth Management LLCPassive

Some overlap · 4 shared positions

$SNOW $KKR $IAU $BRZE

$149M

70 positions

#8Zhang Financial LLCActive

Some overlap · 4 shared positions

$SNOW $KKR $IAU $BRZE

$2.9B

367 positions

#9URS Advisory LLCActive

Some overlap · 4 shared positions

$SNOW $KKR $JHG $TMO

$137M

51 positions

#10Blake Schutter Theil Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$SNOW $KKR $DUK $WT

$123M

111 positions

#11Ariston Services GroupActive

Some overlap · 4 shared positions

$SNOW $KKR $IAU $TMO

$167M

71 positions

#12Wealth Advisory Team LLC

Some overlap · 4 shared positions

$SNOW $KKR $DUK $GE

$113M

39 positions

#13Milestone Investment Advisors LLCActive

Some overlap · 4 shared positions

$SNOW $KKR $WT $BRZE

$414M

139 positions

#14Reality Financial Planning Services, LLCSmart money

Some overlap · 4 shared positions

$SNOW $KKR $WT $BRZE

$104M

20 positions

#15Bay Capital Advisors, LLCActive

Some overlap · 4 shared positions

$SNOW $KKR $WT $TMO

$162M

107 positions

#16Donalies Financial Planning, LLCActive

Some overlap · 4 shared positions

$SNOW $KKR $IAU $BRZE

$117M

74 positions

#17Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 4 shared positions

$SNOW $KKR $DUK $BRZE

$111M

63 positions

#18WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$SNOW $KKR $JHG $WT

$156M

139 positions

#19Eagle Strategies LLCPassive

Some overlap · 4 shared positions

$SNOW $KKR $IAU $WT

$837M

258 positions

#20SMITH, MOORE & CO.Passive

Some overlap · 5 shared positions

$SNOW $JHG $IAU $CRM $WT

$1.4B

558 positions

#21Etesian Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$SNOW $KKR $WT $BRZE

$313M

138 positions

#22Cornerstone Advisory, LLCPassive

Some overlap · 3 shared positions

$SNOW $KKR $JHG

$1.1B

262 positions

#23Pacific Capital Wealth Advisors, Inc.Smart money

Some overlap · 3 shared positions

$SNOW $KKR $IAU

$595M

87 positions

#24CHRISTINE MESSMER PCActive

Some overlap · 4 shared positions

$SNOW $KKR $WTRG $BRZE

$156M

80 positions

#25Medallion Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$SNOW $KKR $JHG $WT $BRZE $ARKO

$306M

1,121 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.